Come join our upcoming webinar on Thursday October 17th at 11am CT with our special guest presenter and founder of Encore Career Lab, Jack Calhoun. In response to a growing amount of client interest, during this webinar session Jack will discuss: - How the conventional idea of "Retirement as a Stage of Life" was invented in the mid 20th century - Why people in their 50s and 60s today have an unprecedented?opportunity to create a thriving "third act" for themselves - Why the idea of retirement as an "endless vacation" is a destructive myth - How to use the wisdom and experience you've spent a lifetime acquiring to create thriving "encore career" - Why an encore career can give you a sense of meaning and purpose that can significantly increase your happiness and longevity - Why so many people get stuck in their post-career lives and how to avoid being one of them Register Here - Redefining Retirement: Crafting Your Thriving Third Act https://lnkd.in/gF4DMsqY We hope you can join us. #caminvestorsolutions #retirementplanning #financialplanning #investing #encorecareer #makeworkoptional
关于我们
We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and multi-generational clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, we are never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice. CAM Investor Solutions is a fee-only independent Registered Investment Advisor with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we focus on engaging the needs of our clients to increase the quality of their life. Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience. Specialties Include: - Managing concentrated wealth - Planning for stock and option compensation / company IPOs - Custom retirement income strategies M & A Consulting Group, LLC doing business as CAM Investor Solutions.?
- 网站
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https://www.caminvestor.com
CAM Investor Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Austin，Texas
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Financial Planning Strategies、Quantitative Investment Management、Retirement Income Solutions、Tax Planning、Private Alternative Investing和Stock & Option Compensation
地点
CAM Investor Solutions员工
动态
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If you or someone you know has been offered a voluntary severance package, and they're not sure if they should take it - have them read our latest blog. We walk through key things to think about as this decision is being made. https://lnkd.in/eUGi9RhX #severance #retirement #financialplanning #caminvestors #austin #denver #tampa
Wealth Advisor ??helping career professionals?? plan for their financial future?? and manage their investments.
Considering a voluntary severance package (VSP)? It’s a decision that shouldn’t be taken lightly as it can significantly impact your financial future. ?? Our latest blog breaks down the essential considerations to help you make an informed choice. Whether you're planning for retirement or thinking about a career change, we've got the insights you need. ?? Check out the full article here: https://lnkd.in/ebruNPnD #FinancialPlanning #CareerAdvice #SeverancePackage
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We've never been complacent in helping our clients achieve their long-term goals and objectives. The launch of CAM Core Income Strategies is just one example of that commitment to our clients. We invite you to come learn more.
Great chart from our friends at J.P. Morgan as they highlight what we would call an abysmal 3.2% annual total bond return over 20 years??? Since launching the firm, fixed income is just one asset class where we’ve spent a lot of time in growing our approach beyond traditional solutions in order to help clients achieve their long-term objectives. In addition to understanding the impact of rising GDP and higher inflation, we believe our clients deserve more income and better performance from the fixed income world.?It's one reason we launched our Core Income Strategies which employ both traditional and nontraditional institutional capabilities. Strategy goals are designed to help provide investors with steady and attractive income while also pursuing higher returns when appropriate. We invite you to come learn more. #fixedincome #investing #retirementincome #bonds #riskmanagement #higheryields #interestrates #financialpanning #investwithCAM JPMorgan Chase & Co. #guidetothemarkets
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We're excited to make this happen for our clients and future investors... #CAMCoreincome #CAMCoreincomePlus
We've been hard at work over at CAM and excited to share the launch of two new strategies: CAM Core Income CAM Core Income Plus - Designed to help protect against rising GDP and higher inflation, while still helping investors achieve long-term investment returns. - Can help increase diversification and manage interest rate?volatility.? - Target higher and more consistent yields over traditional?fixed income or bond fund solutions. - Additional yield can also provide supplemental retirement income, gifting opportunities, or satisfy other financial planning needs. Thank you to all of our institutional partners in helping to make this happen. #caminvestorsolutions #income #investing #retirementincome #interestrates #advancedplanning #financialplanning #CAMCoreIncome #CAMCoreIncomePlus
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Do you know someone that is a really great listener? They HEAR and soak in the words you say, understand you and make you feel important. As wealth advisors, we want to really KNOW our clients. Understand what's important to them and their values. Some might ask.............. "but what does that have to do with investing?" Wealth advisors care more about the client than just the investing - that's just a tiny piece of the relationship. Helping clients know what's important to them helps them determine the life they want to live. Which in turn helps them determine what their goals and aspirations are. We are here to understand you and your WHY! #listening #understanding #yourwhy #wealthadvisors #financialadvisor #financialplanning #caminvestors
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